Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Elements of User Authentication
Configure User Authentication
Restrict Where and When Users Can Log In to Salesforce
Set Password Policies
Expire Passwords for All Users
Modify Session Security Settings
Define Identity Verification Settings for Your Orgs and Communities
Require High-Assurance Session Security for Sensitive Operations
Custom Login Flows
Create a Login Flow with Flow Builder
Create a Custom Login Flow with Visualforce
Set Up a Login Flow and Connect to Profiles
Login Flow Examples
Multi-Factor Authentication Considerations
Deploy Third-Party, SMS-Based Multi-Factor Authentication
Limit the Number of Concurrent Sessions with Login Flows
Connected Apps
Give Users Access to Data
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Real-Time Event Monitoring
Security Guidelines for Apex and Visualforce Development
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Create a Login Flow with Flow Builder

Use the point-and-click Flow Builder to create a login flow declaratively. With this tool, you create a screen flow—a collection of screens and connectors that step users through a business process when they log in.
Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow

You can also use Visualforce to create a Visualforce Page login flow in code.

Note

Customize the default login flow to meet your needs.

  • Supply your own logo
  • Change the colors of the background and login button
  • Display content on the right frame of the page

Follow these steps to build a login flow.

  1. Create a screen flow.

    Make sure that you save and activate the flow.

    Note

  2. From Setup, designate the flow as a login flow, and associate the flow with user profiles. See Set Up a Login Flow and Connect to Profiles.